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Winter 2013 Investor Presentation
Cautionary Note Regarding Forward Looking StatementsCertain statements in this presentation are forward-looking statements...
Stock Price Information, as of December 31, 2012Stock information source: Yahoo! Finance, December 31, 2012.Chart informat...
Investment Highlights     #1 most visited social network for meeting new people in the US.1     #1 Top Grossing Social A...
Our mission is to build the leading social network for                    meeting new people.We are the digital coffeehous...
Pioneering the Next Category of Social Networking: Social                       Discovery                          © 2013 ...
Q3 Traffic Sets All-Time Records                                                    (Q3 average vs. Q2 average)           ...
Dramatic Mobile GrowthNote: MAU and DAU charts refer to total MAU and DAU of MeetMe, previously myYearbook. MeetMe results...
Creating the Best Place to Meet New People                   © 2013                    MEET 9
Strong User EngagementAverage hours spent calculated using total hours spent divided by MeetMe Platform MAU (September 201...
Large Addressable Market             Addressable Market of Over 1.5 Billion People Aged 18-30 WorldwideSource: United Stat...
Focus on Fastest-Growing Segment of Mobile Market              Apps projected by Forrester to be $50 billion a year busine...
What’s Next? – Close the Mobile Monetization Gap  A 1 cent increase in mobile   ARPDAU drives $2+ million in   annualized...
What’s Next? – Expedite Global Launches                     Available in More than a Dozen Languages in Q1’13  Added Span...
Total Revenue from Continuing OperationsQ4 2011 results reflect myYearbook as of the merger date of November 10, 2011.    ...
MeetMe-Platform RevenueRevenue charts refer to total Revenue of MeetMe, previously myYearbook. Mobile Revenue refers to mo...
Mobile Products Launched in March                                  Drive 45% of Q3 RevenueVirtual Currency and Advertising...
Cross-Platform RevenueCross-Platform revenue includes SocialTheater on Facebook and other networks, including Quepasa. Cro...
Adjusted EBITDA from Continuing OperationsQ4 2011 results reflect myYearbook as of the merger date of November 10, 2011. A...
Cash & Accounts Receivable                                                            (September 30, 2012)                ...
Valuation Comparison – Social Networking PeersSource: Yahoo! Finance, December 11, 2012.Note: MeetMes 2011 Revenues reflec...
Appendix  © 2013   MEET 22
MeetMe-Platform DAUDAU charts refer to total DAU of MeetMe, previously myYearbook. MeetMe results presented above include ...
MeetMe-Platform MAUMAU charts refer to total MAU of MeetMe, previously myYearbook. MeetMe results presented above include ...
MeetMe Unique Visitors U.S. and Global                               (Excluding Mobile)Source: comScore.                  ...
Traffic Metrics (All Platforms)Registered Users, Visits, and Page Views refer to total traffic to both MeetMe-Platform (Me...
Mobile RegistrationsMeetMe mobile results presented above include data from prior to the merger of Quepasa and myYearbook ...
MeetMe-Platform Average Revenue Per User (ARPU)ARPU represents the Average Revenue per User. This is calculated by dividin...
MeetMe-Platform Average Revenue Per Daily User                            (ARPDAU)ARPDAU represents the Average Revenue pe...
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Meet winter 2013 investor

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Transcript of "Meet winter 2013 investor"

  1. 1. Winter 2013 Investor Presentation
  2. 2. Cautionary Note Regarding Forward Looking StatementsCertain statements in this presentation are forward-looking statements within the meaning of the Private Securities Litigation ReformAct of 1995 including statements regarding international growth, mobile monetization, expanding into additional languages, and ourplans regarding launching new products and the effectiveness of these products. All statements other than statements of historicalfacts contained herein, including statements regarding the continued growth in our core platform, are forward-looking statements.The words “believe,” “may,” “estimate,” “continue,” “anticipate,” “intend,” “should,” “plan,” “could,” “target,” “potential,” “islikely,” “will,” “expect” and similar expressions, as they relate to us, are intended to identify forward-looking statements. We havebased these forward-looking statements largely on our current expectations and projections about future events and financial trendsthat we believe may affect our financial condition, results of operations, business strategy and financial needs. Important factors thatcould cause actual results to differ from those in the forward-looking statements include: the risk that unanticipated events affect theinternationalization of our mobile products, the acceptance of our new brand internationally, issues that affect the functionality ofour mobile application with popular mobile operating systems, any changes in such operating systems that degrade our mobileapplication’s functionality and other unexpected issues which could adversely affect usage on mobile devices, the effectiveness ofour mobile software on smartphones and tablets, the willingness of our users to purchase virtual credits on their mobile devices, andthe willingness of users to try new product offerings. Further information on our risk factors is contained in our filings with the SEC,including the Form 10-Q for the quarters ended March 31, June 30 and September 30, 2012 and the Form 10-K for the year endedDecember 31, 2011. Any forward-looking statement made by us herein speaks only as of the date on which it is made. Factors orevents that could cause our actual results to differ may emerge from time to time, and it is not possible for us to predict all of them.We undertake no obligation to publicly update any forward-looking statement, whether as a result of new information, futuredevelopments or otherwise, except as may be required by law.Regulation G – Non-GAAP Financial MeasuresThis presentation includes a discussion of Quepasa and myYearbook combined company revenues and Adjusted EBITDA fromcontinuing operations which are non-GAAP financial measures. Reconciliations to the most directly comparable GAAP financialmeasures are provided on the Investor Relations section of the MeetMe corporate website athttp://www.meetmecorp.com/investors/non-gaap/.© 2013, MeetMe, Inc. © 2013 MEET 2
  3. 3. Stock Price Information, as of December 31, 2012Stock information source: Yahoo! Finance, December 31, 2012.Chart information source: bigcharts.com, December 31, 2012. © 2013 MEET 3
  4. 4. Investment Highlights  #1 most visited social network for meeting new people in the US.1  #1 Top Grossing Social App on Android.2  24% growth in MAU in Q3 average vs. Q2 average.  30% growth in revenue in Q3 2012 to $11.6 million. Positive adjusted EBITDA (non-GAAP). 3  Addressable market of over 1.5 billion people globally.1 comScore US, November 2012. myYearbook vs. Tagged and Badoo.2 Android Market Top Grossing Social App as of January 2, 2013.3 Reconciliation to the most comparable GAAP financial measure is available at http://www.meetmecorp.com/investors/non-gaap/. © 2013  MEET 4
  5. 5. Our mission is to build the leading social network for meeting new people.We are the digital coffeehouse, a re-imagination of the bar, a social gathering place. We intend to transform the way people meet in a mobile-first world. © 2013 MEET 5
  6. 6. Pioneering the Next Category of Social Networking: Social Discovery © 2013 MEET 6
  7. 7. Q3 Traffic Sets All-Time Records (Q3 average vs. Q2 average) Total Mobile DAU 1,107,853 8% 677,906 12% MAU 3,935,970 24% 1,947,439 17% New Registrations 4,203,517 80% 1,346,117 46%DAU, MAU and Registration statistics represent the Q3 results from MeetMe Platform (MeetMe website and mobile app). © 2013 MEET 7
  8. 8. Dramatic Mobile GrowthNote: MAU and DAU charts refer to total MAU and DAU of MeetMe, previously myYearbook. MeetMe results presented above include data from prior to the merger withmyYearbook on November 10, 2011, and is presented on a combined pro-forma basis. © 2013 MEET 8
  9. 9. Creating the Best Place to Meet New People © 2013 MEET 9
  10. 10. Strong User EngagementAverage hours spent calculated using total hours spent divided by MeetMe Platform MAU (September 2012).Source: Google Analytics for Web. Flurry for Android, iPhone and iPad. © 2013 MEET 10
  11. 11. Large Addressable Market Addressable Market of Over 1.5 Billion People Aged 18-30 WorldwideSource: United States census data for 2012 (www.census.gov). © 2013 MEET 11
  12. 12. Focus on Fastest-Growing Segment of Mobile Market Apps projected by Forrester to be $50 billion a year business by 2015 1 Source: Gartner, eMarketer, Strategy Analytics, CAGR is compound annual growth rate. Note: Apple has paid >$6.5N $’s to developers as of 9/12, implying gross app market revenue > $9B in 4 years: Google indicated during CQ3 earnings call that it expects $8.0B mobile ad revenue in 2012E, up from $2.5B in 2011.1 http://www.forrester.com/Mobile+App+Internet+Recasts+The+Software+And+Services+Landscape/fulltext/-/E-RES58179?objectid=RES58179 andhttp://www.slideshare.net/avinash.raghava/forrester-8840580.Chart Source: http://www.businessinsider.com/mary-meeker-2012-internet-trends-year-end-update-2012-12#-17 © 2013 MEET 12
  13. 13. What’s Next? – Close the Mobile Monetization Gap  A 1 cent increase in mobile ARPDAU drives $2+ million in annualized revenue  Mobile App Revenue – New Subscription Product – Two new freemium products – Mobile users 3-6x more likely to pay  Mobile Ad Revenue – Expect to roll out feed advertising in Q1’13 and Q2’13 – Testing new ad units as mobile ad market continues to matureAvg. Revenue per Daily Active User (ARPDAU) represents MeetMe Platform web and mobile revenue divided by average daily active users (DAUs) for web and mobile.Results presented above include data from prior to the merger of Quepasa with myYearbook on November 10, 2011. © 2013 MEET 13
  14. 14. What’s Next? – Expedite Global Launches Available in More than a Dozen Languages in Q1’13  Added Spanish and Portuguese during Q3 ‘12  Added French, Italian and German during Q4 ‘12  7 Additional Languages Expected To Launch in Q1’13  Total: 13 Languages expected by the end of Q1’13Source: Facebook share of international audience obtained from Facebook’s Q3 2012 earnings presentation. MeetMe share of international audience is based on IPaddress and represents September 2012 results for MeetMe Platform (MeetMe website and mobile app). © 2013 MEET 14
  15. 15. Total Revenue from Continuing OperationsQ4 2011 results reflect myYearbook as of the merger date of November 10, 2011. © 2013 MEET 15
  16. 16. MeetMe-Platform RevenueRevenue charts refer to total Revenue of MeetMe, previously myYearbook. Mobile Revenue refers to mobile advertising and mobile virtual currency revenue onMeetMe’s mobile apps and mobile web site. MeetMe results presented above include data from prior to the merger of Quepasa with myYearbook on November 10, 2011. © 2013 MEET 16
  17. 17. Mobile Products Launched in March Drive 45% of Q3 RevenueVirtual Currency and Advertising Revenue refer to revenue generated from the MeetMe-Platform (MeetMe website and mobile app). © 2013 MEET 17
  18. 18. Cross-Platform RevenueCross-Platform revenue includes SocialTheater on Facebook and other networks, including Quepasa. Cross-Platform includes revenue from prior to the merger of Quepasawith myYearbook on November 10, 2011, and is presented on a combined pro-forma basis. © 2013 MEET 18
  19. 19. Adjusted EBITDA from Continuing OperationsQ4 2011 results reflect myYearbook as of the merger date of November 10, 2011. Adjusted EBITDA is a non-GAAP financial measure. © 2013 MEET 19
  20. 20. Cash & Accounts Receivable (September 30, 2012) Cash $ 5,476,042 Accounts Receivable $ 14,914,123 Total Cash & A/R $ 20,390,165Source: MeetMe, Inc. Q3 2012 Financial Results.Accounts Receivable balance comprised of $8.2M from non-affiliated U.S. customers, $6.4M from affiliated international customers, and $0.3M from non-affiliatedinternational customers. In Q3 2012, $1.5M was collected from affiliated international customers. © 2013 MEET 20
  21. 21. Valuation Comparison – Social Networking PeersSource: Yahoo! Finance, December 11, 2012.Note: MeetMes 2011 Revenues reflect Combined Revenues for 2011, a non-GAAP measure. © 2013 MEET 21
  22. 22. Appendix © 2013 MEET 22
  23. 23. MeetMe-Platform DAUDAU charts refer to total DAU of MeetMe, previously myYearbook. MeetMe results presented above include data from prior to the merger of Quepasa and myYearbookon November 10, 2011. © 2013 MEET 23
  24. 24. MeetMe-Platform MAUMAU charts refer to total MAU of MeetMe, previously myYearbook. MeetMe results presented above include data from prior to the merger of Quepasa and myYearbookon November 10, 2011. © 2013 MEET 24
  25. 25. MeetMe Unique Visitors U.S. and Global (Excluding Mobile)Source: comScore. © 2013 MEET 25
  26. 26. Traffic Metrics (All Platforms)Registered Users, Visits, and Page Views refer to total traffic to both MeetMe-Platform (MeetMe website and mobile app) and Quepasa website. Visits and pageviews excludes iOS application and device metrics. © 2013 MEET 26
  27. 27. Mobile RegistrationsMeetMe mobile results presented above include data from prior to the merger of Quepasa and myYearbook on November 10, 2011. © 2013 MEET 27
  28. 28. MeetMe-Platform Average Revenue Per User (ARPU)ARPU represents the Average Revenue per User. This is calculated by dividing quarterly MeetMe web and mobile revenue by the average monthly active users (MAUs) forweb and mobile. MeetMe results presented above include data from prior to the merger of Quepasa and myYearbook on November 10, 2011. © 2013 MEET 28
  29. 29. MeetMe-Platform Average Revenue Per Daily User (ARPDAU)ARPDAU represents the Average Revenue per Daily Active User. This is calculated by dividing average daily MeetMe web and mobile revenue by the average daily activeusers (DAUs) for web and mobile. Results presented above include data from prior to the merger of Quepasa with myYearbook on November 10, 2011. © 2013 MEET 29
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